Fits
When yes.
- The company feels it's growing but doesn't know which lever exactly.
- Several acquisition channels open with no common measurement unit.
- Management willing to review data once a month and decide from it.
Consolidated digital plan.
Web, acquisition, CRM, automation and dashboard under one plan and one team. Instead of several vendors running in parallel.
When web, advertising, CRM and data are run by different teams, reports speak different languages and management decides weeks later. The growth lever turns off in translation between vendors. A consolidated digital plan lines up channel, data and decision under the same criterion.
Ordered digital presence.
New or rebuilt website, technical SEO and content per service line. Local business listing and location pages with unique content.
Acquisition wired to the CRM.
Digital advertising, forms and messaging landing in the CRM with source and cost attached. No untracked leads.
Internal automation.
Repetitive tasks automated: reminders, sign-ups, cancellations, monthly closings. Copy-paste between platforms goes away.
Management dashboard.
Three or four business metrics reviewed in a monthly meeting with management. Data comparable across channels and periods.
Doesn't fit
When no.
- You're testing a single isolated channel (only advertising, only SEO).
- The offering or average ticket aren't defined yet.
- There's no internal person available two or three hours per week.
